IRS Tax Relief Forms Overview
Common tax relief filings and forms to obtain these forms of tax settlements. Browse our articles and detail pages to find the best tax solution for your particular situation or talk with one of our partnered tax professionals to get their opinion and help.
Tax Payment Options/IRS Installment Agreements
Guaranteed Installment Agreement
- A great option if you owe $10K or less
- IRS Form 9465 Installment Agreement Request or Online Payment Agreement Application (OPA)
- Gives individuals up to 10 years to repay up to $50,000 in back taxes.
- IRS Form 9465 Installment Agreement Request or Online Payment Agreement or Online Payment Agreement Application (OPA)
Verified Financial Statement Installment Agreement
- A great option if you owe over $100,000 or you cannot pay off the balance by the CSED (collection statute expiration date). In some cases, the IRS requires financial verification if you owe over $50,000, but in other cases, they don't require verification unless you owe over $250,000, are working with a revenue agent, or have a history of default.
- IRS Form 9465 Installment Agreement Request
- Appropriate Form 433: IRS Form 433-A or IRS Form 433-F: Collection Information Statement for Wage Earners and Self-Employed Individuals or IRS Form 433-B: Collection Information Statement for Businesses.
Partial Payment Installment Agreement
- IRS Form 9465 Installment Agreement Request
- Appropriate Form 433: IRS Form 433-A: Collection Information Statement for Wage Earners and Self-Employed Individuals or IRS Form 433-B: Collection Information Statement for Businesses
Direct Debit Installment Agreement
- IRS Form 433-D – Direct Debit Installment Agreement form. Has benefits. Lower setup fees, and depending on your tax balance, can remove liens and prevent them.
IRS Short-Term Payment Extension Due to Undue Hardship
- A great option if you can make payment within 6 months after the due date of your tax return
- IRS Form 1127 – Application for Extension of Time for Payment of Tax Due to Undue Hardship
Streamlined Installment Agreement
- For in-operation businesses that owe up to $25,000 in non-payroll tax debt or for out-of-operation businesses that owe up to $25,000 in any type of tax debt ($50,000 for out-of-business sole props).
- Contact the IRS directly, or use Form 9465 if no longer operating.
Offer in Compromise
- IRS Form 656 Offer in Compromise Form
- IRS Form 433-A Collection Information for Wage Earners and Self-Employed Individuals or
- IRS Form 433-B Collection Information Statement for Businesses
- IRS Form 656-L Offer in Compromise form for doubt as to liability
Tax Penalties & Penalty Abatement
- IRS Form 843 Claim for Refund and Request for Abatement
- Written Petition to strengthen your argument and provide proof
- Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts
- Form 5329 Report Excise Tax on Excess Retirement Contributions, Not Taking Minimum Retirement Withdrawals - can also be used to request abatement from the tax for not taking RMDs
IRS Hardship/Uncollectible Status
- IRS Form 433-A or IRS Form 433-F Collection Information for Wage Earners and Self-Employed Individuals or
- IRS Form 433-B Collection Information Statement for Businesses
Innocent Spouse Relief
- IRS Form 8857 Request for Innocent Spouse Relief
Collection Due Process Hearing (CDP)
- IRS Form 12153 Request for a Collection Due Process or Equivalent Hearing
Collection Appeals Program (CAP)
- IRS Form 9423 Collection Appeal Request
Withdrawing an IRS Tax Lien
- IRS Form 11277 – Application for Withdrawal of Filed Form 668(Y), Notice of Federal Tax Lien
Requesting Help From the Taxpayer Advocate Service
- IRS Form 911 – Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order)
Voluntary Disclosure Practice
- Form 14457 - Voluntary Disclosure Practice Preclearance Request and Application
Following Up on a Missing Tax Refund
- Form 3911 (Taxpayer Statement Regarding Refund)